See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,563 | $101,724+47.0% | $164,813-9.3% | $80,856+85.0% |
| Participation rate | 94.3% | 71.8%+22.5pp | 78.6%+15.7pp | 67.6%+26.6pp |
| Annual return | 11.15% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,980 | $2,953-33.0% | $4,341-54.4% | $2,755-28.1% |
| Participant deferral / active EE | $4,149 | $4,477-7.3% | $6,031-31.2% | $4,296-3.4% |
| Admin fee / account holder | $10,844 | $8,227+31.8% | $12,690-14.5% | $6,918+56.8% |